Tax Assistant

Direct message the job poster from CAPTRUST

CAPTRUST is seeking an Administrative Assistant who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks. This is a full-time permanent position, working Monday through Thursday from 8:30 a.m. – 5:30 p.m. and Friday from 8:30 a.m. – 4:00 p.m. in our Boston, MA office.

• Prepare and distribute tax engagement letters and tax organizers to clients
• Process client tax source documents and scan using CCH Autoflow software
• Process various types of tax returns using CCH Axcess tax program and deliver tax returns using Docu Sign program
• Process, scan, mail and track estimated tax payment filings including online filing
• Actively monitor and download incoming K-1’s
• Process and distribute client K-1’s
• Receive, monitor and distribute taxing authority communications
• Monitor e-File acceptance and file accordingly
• Maintain multiple tax filing compliance logs

• Provide backup assistance to the primary front desk administrator: greet guests, answer calls, type correspondence, scan documents, schedule appointments, prepare and maintain conference rooms, coordinate maintenance, assist with events, and perform other administrative duties as assigned.

• Associate’s degree preferred and a minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience
• Working knowledge of CCH Pro System Fx
• Excellent phone etiquette, verbal, and written communication skills
• Proficient in MS Office (Word, Excel, Outlook, PowerPoint)

• Impeccable ability to maintain confidentiality and integrity
• Serve clients with the highest professionalism and commitment to quality service

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
• Paid time off (PTO) or Paid Sick Leave (PSL)
• Compensation range: $50,000.00-$60,000.00

One Liberty Square, 13th Floor | Boston, MA (no remote or work from home)

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

• Builds successful, collaborative, and trusting relationships
• Consistently creates accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• Has a strong sense of urgency to get work done and solve problems to achieve results that benefit clients and colleagues
• Desires to give back to communities and enrich the lives of others
• Has an other-centered mindset
• Demonstrates integrity by maintaining objectivity

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.

This position will remain open until filled.